Steward Partners Investment Advisory’s Cornerstone Total Return Fund CRF Stock Holding History

Steward Partners Investment Advisory’s Portfolio CRF Stock Details CRF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	0	–	–	–	4408
2025 Q4	–	Hold	0	–	–	–	4299
2025 Q3	–	Hold	0	–	–	–	4254
2025 Q2	–	Hold	0	–	–	–	4108
2018 Q1	–	Sell	-255	Closed	-$3K	–	2232
2017 Q4	$3K	Hold	255	–	–	﹤0.01%	1619
2017 Q3	$3K	Hold	255	–	–	﹤0.01%	1390
2017 Q2	$3K	Hold	255	–	–	﹤0.01%	1325
2017 Q1	$4K	Buy	+255	New	+$3.89K	﹤0.01%	1166

Other funds holding CRF

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Alpine Global Management New York $658M AUM 20.22% 1-Year Est. Return

Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return

Quarry LP New York $496M AUM 23.92% 1-Year Est. Return

Boothbay Fund Management New York $4.34B AUM 106.31% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return